Nonprofit · EIN 30-6038996
THE WILLIAM V AND BETTY M ELLIS FAMILY
Also known as ELLIS WILLIAM V & BETTY M TTEES
Tax-exempt · GLOUCESTER, MA 01930
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $154,315 | $196,142 | -$41,827 | $1,416,181 | $0 | $1,416,181 |
| December 31, 2024 | 990-PF | $245,193 | $189,813 | $55,380 | $1,458,175 | $0 | $1,458,175 |
| December 31, 2023 | 990-PF | $192,044 | $167,642 | $24,402 | $1,363,453 | $0 | $1,363,453 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $68,678
- Net gain from sales of assets
- $85,637
Expenses
- Grants and similar amounts paid
- $170,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $170,000
- Excise tax on investment income
- $1,785
Balance sheet and other
- Total assets, start of year
- $1,458,175
- Total assets, end of year
- $1,416,181
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,416,181
- Fair market value of assets
- $2,586,687
- Qualifying distributions
- $170,000
- Net investment income
- $151,545
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN ELLIS 302 WEST 12TH STREET, NEW YORK, NY 10014 | DIRECTOR | 1 | $0 |
| THOMAS ELLIS 56 MUSSEL POINT ROAD, GLOUCESTER, MA 01930 | DIRECTOR | 1 | $0 |
| JOHN ELLIS PO BOX 141, HAMILTON, MA 01936 | DIRECTOR | 1 | $0 |
| W ALBERT ELLIS 9 DOLLIVERS NECK ROAD, GLOUCESTER, MA 01930 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN ELLIS 302 WEST 12TH STREET, NEW YORK, NY 10014 | DIRECTOR | 1 | $0 |
| THOMAS ELLIS 56 MUSSEL POINT ROAD, GLOUCESTER, MA 01930 | DIRECTOR | 1 | $0 |
| JOHN ELLIS PO BOX 141, HAMILTON, MA 01936 | DIRECTOR | 1 | $0 |
| W ALBERT ELLIS 9 DOLLIVERS NECK ROAD, GLOUCESTER, MA 01930 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN ELLIS 302 WEST 12TH STREET, NEW YORK, NY 10014 | DIRECTOR | 1 | $0 |
| THOMAS ELLIS 56 MUSSEL POINT ROAD, GLOUCESTER, MA 01930 | DIRECTOR | 1 | $0 |
| JOHN ELLIS PO BOX 141, HAMILTON, MA 01936 | DIRECTOR | 1 | $0 |
| W ALBERT ELLIS 9 DOLLIVERS NECK ROAD, GLOUCESTER, MA 01930 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 54 MUSSELL POINT RD, GLOUCESTER, MA 01930-4074
- In care of
- % WILLIAM V ELLIS & BETTY M ELLIS
- Signed the 990-PF
- JOAN ELLIS, DIRECTOR
- Phone
- (978) 283-4821
- Return prepared by
- RSM US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-6038996
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,416,181
- Income (IRS master file)
- $412,944
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $154,315 | $196,142 | $1,416,181 | XML |
| 990-PF | December 2024 | $245,193 | $189,813 | $1,458,175 | XML |
| 990-PF | December 2023 | $192,044 | $167,642 | $1,363,453 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-6038996).
Questions about THE WILLIAM V AND BETTY M ELLIS FAMILY
- What is the EIN of THE WILLIAM V AND BETTY M ELLIS FAMILY?
- The employer identification number (EIN) of THE WILLIAM V AND BETTY M ELLIS FAMILY is 30-6038996.
- Is THE WILLIAM V AND BETTY M ELLIS FAMILY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to THE WILLIAM V AND BETTY M ELLIS FAMILY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE WILLIAM V AND BETTY M ELLIS FAMILY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE WILLIAM V AND BETTY M ELLIS FAMILY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE WILLIAM V AND BETTY M ELLIS FAMILY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE WILLIAM V AND BETTY M ELLIS FAMILY?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE WILLIAM V AND BETTY M ELLIS FAMILY have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $154,315, expenses of $196,142 and total assets of $1,416,181 at year end.
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